Public Charity

Evergreen Financial Counseling

Evergreen Financial Counseling is a Public Charity headquartered in Scottsdale, AZ. Financial data from the 2024 filing: $523K revenue, $373K expenses, $313K total assets.

EIN: 271336063 Scottsdale, AZ Financial Counseling NTEE: P51 Latest filing: 2024
Total Revenue$523K
Total Expenses$373K
Total Assets$313K
Grant Records0
Filing Years2019–2024

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

Officers & Directors

Board Member Jonas Ash
Secretary Kelly Overton
Treasurer Natalie Fleurat
Compliance Officer Rebecca Snyder
Chairman Sean Mawhinney

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2024 $523K $373K $313K
2023 $70K $121K $164K
2022 $123K $121K $61K
2020 $146K $173K $42K
2019 $186K $186K $72K

Between 2019 and 2024, reported annual revenue grew from $186K to $523K (+181%), with total assets most recently reported at $313K.

Interactive year-over-year charts and full filing details available with membership.

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