Evergreen Financial Counseling
Donations deductibleEvergreen Financial Counseling's network
5 peoplei5 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (5). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
5 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 3 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Sean Mawhinney Chair | Chairman | 2024 | 2 yrs |
| Jonas Ash | Board Member | 2024 | 2 yrs |
| Kelly Overton | Company secretary | 2024 | 2 yrs |
| Natalie Fleurat | Treasurer | 2024 | 2 yrs |
| Rebecca Snyder | Compliance Officer | 2018 | 8 yrs |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Rebecca Snyder | Compliance Officer | 10 | $74k | ||
| Sean Mawhinney | Chairman | 2 | $0 | ||
| Kelly Overton | Secretary | 0.5 | $0 | ||
| Natalie Fleurat | Treasurer | 0.5 | $0 | ||
| Jonas Ash | Board Member | 0.5 | $0 |
About
- Legal name
- Evergreen Financial Counseling
- EIN
- 271336063
- Address
- 7137 E Rancho Vista Dr Ste B-21, Scottsdale, AZ, 85251-1782
- State
- Arizona
- 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 (as filed on the Form 990)
- Activity (NTEE)
- P51 Human services
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Human Services
- Size band
- 4 (IRS master file code)
- Formed
- 2010
- Principal officer
- Philip Tirone (as named on the Form 990)
- IRS ruling date
- 1 May 2012
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsRebecca Snyder
≥2years on the filingsSean Mawhinney
≥2years on the filingsJonas Ash
≥2years on the filingsKelly Overton
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $313k
- Total liabilities
- $229k
- Net assets or fund balances
- $85k
- Contributions and grants received
- $0
- Program service revenue
- $523k
- Employees
- 0
- Volunteers
- 10
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $523k | $373k | $150k |
As filed on the IRS Form 990. US dollars.