Evergreen Financial Counseling
EIN: 271336063 · Scottsdale, AZ · NTEE: P51
| Metric | Value |
|---|---|
| Total Revenue | $523K |
| Total Expenses | $121K |
| Net Assets | $-65,701 |
Is Evergreen Financial Counseling Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Evergreen Financial Counseling
Evergreen Financial Counseling (EIN: 271336063) is a nonprofit organization based in Scottsdale, AZ, classified under NTEE code P51. The organization reported total revenue of $523K and total assets of $313K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Evergreen Financial Counseling's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Evergreen Financial Counseling is a small nonprofit that has been operating for 14 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -6.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $70K |
| Total Expenses | $121K |
| Surplus / Deficit | $-50,721 |
| Total Assets | $164K |
| Total Liabilities | $230K |
| Net Assets | $-65,701 |
| Operating Margin | -72.0% |
| Debt-to-Asset Ratio | 140.0% |
| Months of Reserves | 16.3 months |
Financial Health Grade: C
In 2023, Evergreen Financial Counseling reported a deficit of $51K with expenses exceeding revenue, holds 16.3 months of operating reserves (strong position), has a debt-to-asset ratio of 140.0% (high leverage).
Financial Trends
Over 13 years of filings (2011–2023), Evergreen Financial Counseling's revenue has declined at a compound annual growth rate (CAGR) of -6.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -42.5% | +0.5% | +168.1% |
| 2022 | -21.2% | -20.1% | -11.4% |
| 2021 | +6.6% | -12.8% | +64.6% |
| 2020 | -21.5% | -7.0% | -41.9% |
| 2019 | +1.8% | +6.6% | +6.6% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2012 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Evergreen Financial Counseling has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Evergreen Financial Counseling with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $51K, with expenses exceeding revenue.
- Debt-to-asset ratio: 140.0%.
Frequently Asked Questions about Evergreen Financial Counseling
Is Evergreen Financial Counseling a legitimate charity?
Evergreen Financial Counseling (EIN: 271336063) is a registered tax-exempt nonprofit based in Arizona. It has 13 years of IRS 990 filings on record. Total revenue: $523K. No red flags identified. Financial health grade: C.
How does Evergreen Financial Counseling spend its money?
Evergreen Financial Counseling reported $523K in total revenue in IRS 990 filings. 13 years of filing data available. Expenses exceeded revenue in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Evergreen Financial Counseling tax-deductible?
Evergreen Financial Counseling is registered as a tax-exempt nonprofit (EIN: 271336063). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Evergreen Financial Counseling located?
Evergreen Financial Counseling is headquartered in Scottsdale, Arizona and files with the IRS under EIN 271336063. It is classified under NTEE code P51.
How many years of IRS 990 filings does Evergreen Financial Counseling have?
Evergreen Financial Counseling has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $523K in total revenue.
Filing History
IRS 990 filing history for Evergreen Financial Counseling showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Evergreen Financial Counseling's revenue has declined by 52.1%, moving from $147K to $70K. Total assets increased by 2331.7% over the same period, from $7K to $164K. Total functional expenses fell by 16%, from $144K to $121K. In its most recent filing year (2023), Evergreen Financial Counseling reported a deficit of $51K, with expenses exceeding revenue. The organization holds $230K in liabilities against $164K in assets (debt-to-asset ratio: 140.0%), resulting in net assets of $-65,701.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $70K | $121K | $164K | $230K | — | View 990 |
| 2022 | $123K | $121K | $61K | $76K | — | View 990 |
| 2021 | $156K | $151K | $69K | $86K | — | View 990 |
| 2020 | $146K | $173K | $42K | $63K | — | — |
| 2019 | $186K | $186K | $72K | $64K | — | View 990 |
| 2018 | $183K | $174K | $68K | $60K | — | View 990 |
| 2017 | $167K | $167K | $14K | $30K | — | — |
| 2016 | $172K | $164K | $7K | $24K | — | View 990 |
| 2015 | $161K | $184K | $3K | $28K | — | View 990 |
| 2014 | $160K | $165K | $11K | $12K | — | View 990 |
| 2013 | $146K | $150K | $11K | $7K | — | View 990 |
| 2012 | $158K | $160K | $9K | $2K | — | View 990 |
| 2011 | $147K | $144K | $7K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $70K, expenses of $121K, and assets of $164K (revenue -42.5% year-over-year).
- 2022: Revenue of $123K, expenses of $121K, and assets of $61K (revenue -21.2% year-over-year).
- 2021: Revenue of $156K, expenses of $151K, and assets of $69K (revenue +6.6% year-over-year).
- 2020: Revenue of $146K, expenses of $173K, and assets of $42K (revenue -21.5% year-over-year).
- 2019: Revenue of $186K, expenses of $186K, and assets of $72K (revenue +1.8% year-over-year).
- 2018: Revenue of $183K, expenses of $174K, and assets of $68K (revenue +9.1% year-over-year).
- 2017: Revenue of $167K, expenses of $167K, and assets of $14K (revenue -2.8% year-over-year).
- 2016: Revenue of $172K, expenses of $164K, and assets of $7K (revenue +7.2% year-over-year).
- 2015: Revenue of $161K, expenses of $184K, and assets of $3K (revenue +0.5% year-over-year).
- 2014: Revenue of $160K, expenses of $165K, and assets of $11K (revenue +9.6% year-over-year).
- 2013: Revenue of $146K, expenses of $150K, and assets of $11K (revenue -7.6% year-over-year).
- 2012: Revenue of $158K, expenses of $160K, and assets of $9K (revenue +7.2% year-over-year).
- 2011: Revenue of $147K, expenses of $144K, and assets of $7K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Evergreen Financial Counseling:
Data Sources and Methodology
This transparency report for Evergreen Financial Counseling is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.