Evergreen Financial Counseling in Milwaukie, Oregon (OR)
Table of contents:
| Evergreen Financial Counseling | |
| Employer Identification Number (EIN) | 271336063 |
| Name of Organization | Evergreen Financial Counseling |
| Address | 17323 Se River Rd, Milwaukie, OR 97267-5628 |
| Subsection | Charitable Organization |
| Ruling Date | 05/2012 |
| Deductibility | Contributions are deductible |
| Foundation | Organization which receives a substantial part of its support from a governmental unit or the general public |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2014 |
| Assets | $10,000 to $24,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 (all other) or 990EZ return |
| Asset Amount | $10,612 |
| Amount of Income | $159,800 |
| Form 990 Revenue Amount | $159,800 |
| National Taxonomy of Exempt Entities (NTEE) | Human Services - Multipurpose and Other: Financial Counseling, Money Management |
Non-representatives - add comments:
Amount of income in 2014: $159,800 (it was $145,788 in 2013)
| Evergreen Financial Counseling: | $159,800 |
| Other organizations performing similar types of work: | $156,466 |
Assets in 2014: $10,612 (it was $11,310 in 2013)
| This organization: | $10,612 |
| Other organizations performing similar types of work: | $45,042 |
Expenses in 2013: $149,632
| This organization: | $149,632 |
| Other organizations performing similar types of work: | $135,428 |
Income to expenses ratio in 2013: 1.1
| Evergreen Financial Counseling: | 1.1 |
| Other organizations performing similar types of work: | 1.3 |
Grants share in income in 2013: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 90.6% |
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total revenue | $147,145 | $157,708 | $145,788 |
| Contributions, gifts, grants, and similar amounts received | $0 | $0 | $0 |
| Program service revenue including government fees and contracts | $147,145 | $157,708 | $145,788 |
| Membership dues and assessments | $0 | $0 | $0 |
| Investment income | $0 | $0 | $0 |
| Gain/Loss from sale of assets other than inventory | $0 | $0 | $0 |
| Net income/loss from gaming and fundraising events | $0 | $0 | $0 |
| Gross profit/loss from sales of inventory | $0 | $0 | $0 |
| Other revenue | $0 | $0 | $0 |
| Total expenses | $144,264 | $159,691 | $149,632 |
| Total net assets | $6,750 | $7,798 | $3,954 |
| Excess/Deficit for the year | $2,881 | $-1,983 | $-3,844 |
| Net assets or fund balances at beginning of year | $3,869 | $6,750 | $7,798 |
| Other changes in net assets or fund balances | $0 | $3,031 | $0 |
| Net assets or fund balances at end of year | $7,798 | $3,954 | |
| Balance Sheets | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total assets | $6,750 | $9,354 | $11,310 |
| Total liabilities | $0 | $1,556 | $7,356 |
| Net assets or fund balances | $6,750 | $7,798 | $3,954 |
| Other Information | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | No | No | |
| Were any significant changes made to the organizing or governing documents? | No | No | |
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No | No | No |
| Has the organization filed a Form 990-T for the year? | No | No | |
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No | |
| Amount of political expenditures, direct or indirect | $0 | $0 | |
| Did the organization file Form 1120-POL for this year? | No | No | |
| Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? | No | No | |
| Total amount involved | $0 | $0 | |
| Initiation fees and capital contributions | $0 | $0 | $0 |
| Gross receipts for public use of club facilities | $0 | $0 | $0 |
| Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? | No | No | |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No | No | |
| Reason for Public Charity Status (for 2013) | |
| The organization is not a private foundation because it is: | An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975 |
| Number of organizations supported | 0 |
| Sum of amounts of support | $0 |
| Support Schedule for Organizations Described in Section 509(a)(2) (for 2009 - 2013) | |
| 2009 - 2013 Total | |
|---|---|
| Public support | $519,332 |
| Subtotal | $519,332 |
| Gifts, grants, contributions, and membership fees received | $0 |
| Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | $519,332 |
| Gross receipts from activities that are not an unrelated trade or business under section 513 | $0 |
| Tax revenues levied for the organization's benefit and either paid to or expended on its behalf | $0 |
| The value of services or facilities furnished by a governmental unit to the organization without charge | $0 |
| Less | $0 |
| Amounts received from disqualified persons | $0 |
| Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support | $0 |
| Total support | $519,332 |
| Public support | $519,332 |
| Subtotal | $0 |
| Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources | $0 |
| Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 | $0 |
| Net income from unrelated business activities, whether or not the business is regularly carried on | $0 |
| Other income | $0 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Cricket Debt Counseling | 219 Sw Stark St Ste 200, Portland, OR 97204-2648 | OR | 2006-04 | $3,802,856 |
| 2 | National Financial Literacy Foundation Inc | 219 Sw Stark St Ste 200, Portland, OR 97204-2648 | OR | 2012-03 | $651,066 |
| 3 | Safety Net | 519 Se Morrison St, Portland, OR 97214-2315 | OR | 1999-01 | $613,215 |
| 4 | Consumer Credit Counseling Service Of Southern Oregon Inc, Southern Oregon | 820 Crater Lake Ave Ste 202, Medford, OR 97504-6581 | OR | 1996-11 | $488,811 |
| 5 | Innovative Changes | 4610 N Trenton St, Portland, OR 97203-2081 | OR | 2010-10 | $478,623 |
| 6 | Financial Beginnings | 9600 Sw Capitol Hwy Ste 150, Portland, OR 97219-5293 | OR | 2006-10 | $342,137 |
| 7 | Monytek Human Services Inc | PO BOX 340, Pendleton, OR 97801-0340 | OR | 2000-01 | $261,024 |
| 8 | Integrity Plus | 6320 Ne Halsey St, Portland, OR 97213-4720 | OR | 2003-03 | $228,558 |
| 9 | Money Quotient Np | 1045 Ne Oneonta St, Portland, OR 97211-4073 | OR | 2005-02 | $224,283 |
| 10 | Evergreen Financial Counseling | 17323 Se River Rd, Milwaukie, OR 97267-5628 | OR | 2012-05 | $159,800 |
| 11 | J & J Representative Payees Inc | 3760 Market St Ne 338, Salem, OR 97301 | OR | 2009-04 | $80,542 |
| 12 | Action Payee Services Inc | PO BOX 23847, Tigard, OR 97281-3847 | OR | 2010-09 | $37,006 |
| 13 | Payee By Jamie Fiduciary Services | Po Box 1211, Roseburg, OR 97470 | OR | 2007-02 | $29,824 |
| 14 | Accountable Representative Payee Services Inc | 9610 Nw Henry Court, Portland, OR 97229 | OR | 2015-02 | $0 |
| 15 | Bolt Mountain | 840 Keen Road, Grants Pass, OR 97527 | OR | 2000-03 | $0 |
| 16 | Central Oregon Representative Payees | PO BOX 6272, Bend, OR 97708-6272 | OR | 2014-09 | $0 |
| 17 | Colink | 21770 Eastmont Dr, Bend, OR 97701 | OR | 2007-10 | $0 |
| 18 | Gate To Change, The Gate To Change | Po Box 3563, Central Point, OR 97502 | OR | 2010-06 | $0 |
| 19 | Institute Of Halal Investing Inc | 7 Walking Woods Dr, Lake Oswego, OR 97035 | OR | 2007-11 | $0 |
| 20 | Southern Oregon Fiduciary Services | 2508 Nile St, Klamath Falls, OR 97603-6914 | OR | 2011-04 | $0 |
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| Total | 1,240 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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