Liabilities / Assets
93rd percentile
Higher debt load relative to assets than 93% of similar nonprofits.
Evergreen Financial Counseling
990EZ • Fiscal year 2018 • EIN 27-1336063
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.88x
Liabilities / Revenue
90th percentile
Higher debt load relative to revenue than 90% of similar nonprofits.
Net Margin
53rd percentile
Higher net margin than 53% of similar nonprofits.
Top Officer Pay
97th percentile
Higher top officer pay than 97% of similar nonprofits.
Top officer pay equals 47.6% of source-year revenue.
Asset Growth
97th percentile
Faster asset growth than 97% of similar nonprofits.
Revenue Growth
62nd percentile
Faster revenue growth than 62% of similar nonprofits.
Balance Sheet
Assets
Up$67,807
Up $54,011 (+391%) from 2017
Net Assets
Up$8,133
Up $23,855 (+152%) from 2017
Liabilities
Up$59,674
Up $30,156 (+102%) from 2017
Revenue And Expenses
Revenue
Up$182,617
Up $15,217 (+9.1%) from 2017
Expenses
Up$174,484
Up $7,801 (+4.7%) from 2017
Net Income
Up$8,133
Up $7,416 (+1034%) from 2017
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2018 to Dec 31, 2018
- Signed
- Jun 28, 2019
- Return Version
- 2018v3.1
- Gross Receipts
- $182,617
Mission and Program Overview
Mission
charitable and educational
Charitable & Educational
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Credit Counseling educational courses provided over the telephone and internet with the resolt of a certificate of completion generated from the US Trustee website | - | - |
| Personal Financial Management educational course provided over the internet or telephone Certificates of completion given to students | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Rebecca Snyder | President | FT | $87,000 | - | $87,000 |
| Marlene Bradshaw | Director | - | $0 | - | - |
| Lindsay Messoline | Director | - | $0 | - | - |
| Charlotte Hansen | Director | - | $0 | - | - |
| Morgan Gardiner | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Evergreen Financial Counseling
- EIN
- 27-1336063
- Address
- 2156 Church Street, Salem, OR 97302
Signing Officer
- Name
- Rebecca Snyder
- Title
- President
- Phone
- 8005813513
- Signed
- 2019-06-28
- Discuss with paid preparer
- No
Preparer
- Firm
- Lighthouse Associates PLLC
- Address
- 23261 NE 17th St, Sammamish, WA 98074
- Preparer
- Matt Smith
- Phone
- 4252814297
Supplemental Narrative
Additional Explanations
Description of other expenses Part I line 16
“Description AmountAccounting 194Advertising 1,086Travel 295Printing and conf 602bad debt expense 632bank fees 6,480finance charge 7,378gifts 140lease 2,852meals and entertainment 628office expenses 1,560supplies 487web development 2,529postage 274registration and licensing fees 1,005telephone counseling 25,174AT&T 3,626reception work 244ringcentral 2,338training and education 30comcast 714website management 2,010loss on disposal 421reconciliation desc 90misc 132”
Description of other assets Part II line 24
“Category Beginning of Year End of YearAccounts Receivable 0 3,121undeposited funds 0 39Retained Earnings 0 35,377”
Description of total liabilities Part II line 26
“Category Beginning of Year End of YearAccounts payable 0 16,513credit cards 0 33,361bank cards 0 9,797rounding 0 3”
Raw XML Appendix157 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 4505 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Rebecca Snyder |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8005813513 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2156 Church Street |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Salem |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OR |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 97302 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 29270 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 8133 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 67807 |
| IRS990EZ/GrossReceiptsAmt | 0 | 182617 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 8133 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 8133 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 4800 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 40.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 87000 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Rebecca Snyder |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Marlene Bradshaw |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Lindsay Messoline |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Charlotte Hansen |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Morgan Gardiner |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 38537 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 60921 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Charitable & Educational |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 182617 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Credit Counseling educational courses provided over the telephone and internet with the resolt of a certificate of completion generated from the US Trustee website |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Personal Financial Management educational course provided over the internet or telephone Certificates of completion given to students |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 104258 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 59674 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 174484 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 182617 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.EVERGREENCLASS.COM |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 182617 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 167400 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 172155 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 160528 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 159800 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 842500 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 842500 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 182617 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 167400 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 172155 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 160528 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 159800 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 842500 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 182617 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 167400 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 172155 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 160528 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 159800 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 842500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description AmountAccounting 194Advertising 1,086Travel 295Printing and conf 602bad debt expense 632bank fees 6,480finance charge 7,378gifts 140lease 2,852meals and entertainment 628office expenses 1,560supplies 487web development 2,529postage 274registration and licensing fees 1,005telephone counseling 25,174AT&T 3,626reception work 244ringcentral 2,338training and education 30comcast 714website management 2,010loss on disposal 421reconciliation desc 90misc 132 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Category Beginning of Year End of YearAccounts Receivable 0 3,121undeposited funds 0 39Retained Earnings 0 35,377 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Category Beginning of Year End of YearAccounts payable 0 16,513credit cards 0 33,361bank cards 0 9,797rounding 0 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Description of other assets Part II line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of total liabilities Part II line 26 |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Rebecca Snyder |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8005813513 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-06-28 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | EVERGREEN FINANCIAL COUNSELING |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | EVER |
| ReturnHeader/Filer/EIN | 0 | 271336063 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2156 Church Street |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Salem |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 97302 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | F76E49A6F20257942FEA9AB63858A882091ED13A |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | F76E49A6F20257942FEA9AB63858A882091ED13A |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId | 0 | 9195042019246l2c2zq1 |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt | 0 | 2019-09-03 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 98.203.199.214 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-09-03 |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 08:01:50 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Lighthouse Associates PLLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 23261 NE 17th St |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Sammamish |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 98074 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4252814297 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2019-09-02 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Matt Smith |
| ReturnHeader/ReturnTs | 0 | 2019-09-03T01:52:24-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-12-31 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $67,807
- Liabilities
- $59,674
- Net assets
- $8,133
- Revenue
- $182,617
- Expenses
- $174,484
- Net income
- $8,133