Nonprofit · EIN 27-1336063
EVERGREEN FINANCIAL COUNSELING
Tax-exempt · FORT WORTH, TX 76107
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $871,898 | $952,365 | -$80,467 | $240,387 | $236,290 | $4,097 |
| December 31, 2024 | 990 | $523,239 | $372,974 | $150,265 | $313,369 | $228,805 | $84,564 |
| December 31, 2023 | 990-EZ | $70,450 | $121,171 | -$50,721 | $164,138 | $229,839 | -$65,701 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $871,898
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $26,771
- Accounting fees
- $3,563
- Travel
- $8,119
- Program services (functional)
- $841,135
- Management and general (functional)
- $33,105
- Fundraising (functional)
- $78,125
Balance sheet and other
- Total assets, start of year
- $313,369
- Total assets, end of year
- $240,387
- Total liabilities, end of year
- $236,290
- Net assets, end of year
- $4,097
- Gross receipts
- $871,898
- Employees
- 0
- Year formed
- 2010
- State of legal domicile
- AL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sean Mawhinney | Chairman Trustee or director, Officer | 2 | $0 |
| Natalie Fleurant | Secretary / Treas Trustee or director, Officer | 0.5 | $0 |
| Rebecca Snyder | Director Trustee or director, Officer | 0.5 | $0 |
| Jonas Ash | Board Member Trustee or director, Officer | 0.5 | $0 |
990 for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Rebecca Snyder | Compliance Officer Trustee or director, Officer | 10 | $73,656 |
| Sean Mawhinney | Chairman Trustee or director, Officer | 2 | $0 |
| Kelly Overton | Secretary Trustee or director, Officer | 0.5 | $0 |
| Natalie Fleurat | Treasurer Trustee or director, Officer | 0.5 | $0 |
| Jonas Ash | Board Member Trustee or director, Officer | 0.5 | $0 |
990-EZ for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Philip Tirone | Chairman | 2 | $0 |
| Rebecca Snyder | Compliance | 10 | $0 |
| Natalie Sanchez | Treasurer | 0.5 | $0 |
| Jocelyn Baker | Secretary | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1751 RIVER RUN STE 200, FORT WORTH, TX 76107-6670
- In care of
- % REBECCA SNYDER
- Principal officer (990 for 2025)
- Kelly Overton, 1751 River Rd STE 200, Fort Worth, TX 76107
- Signed the 990
- Kelly Overton, Chairman
- Phone
- (609) 805-2240
- Website
- www.evergrennclass.com
- Return prepared by
- Andrew Benvenuti CPA
Mission
We believe each person is priceless, regardless of how much money they have or owe. By teaching true worth, in addition to providing non-judgemental counseling and financial education, we can support individuals in their journey toward personal growth and financial empowerment through financial counseling
Program accomplishments
- Credit and Debit counseling and education servicesExpenses $841,135 · revenue $871,898
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 27-1336063
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2012
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P51)
- Assets (IRS master file)
- $240,387
- Income (IRS master file)
- $871,898
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $871,898 | $952,365 | $240,387 | XML |
| 990 | December 2024 | $523,239 | $372,974 | $313,369 | XML |
| 990-EZ | December 2023 | $70,450 | $121,171 | $164,138 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-1336063).
Questions about EVERGREEN FINANCIAL COUNSELING
- What is the EIN of EVERGREEN FINANCIAL COUNSELING?
- The employer identification number (EIN) of EVERGREEN FINANCIAL COUNSELING is 27-1336063.
- Is EVERGREEN FINANCIAL COUNSELING tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to EVERGREEN FINANCIAL COUNSELING tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does EVERGREEN FINANCIAL COUNSELING file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of EVERGREEN FINANCIAL COUNSELING due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EVERGREEN FINANCIAL COUNSELING last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of EVERGREEN FINANCIAL COUNSELING?
- The 990 for the year ended December 31, 2025 names Kelly Overton.
- Who are the officers and directors of EVERGREEN FINANCIAL COUNSELING?
- The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does EVERGREEN FINANCIAL COUNSELING have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $871,898, expenses of $952,365 and total assets of $240,387 at year end.
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