Evergreen Financial Counseling
- Assets
- $164.1k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Scottsdale, AZ
- Founding
- 05/2012
- Data as of
- 12/2023
- EIN
- 27-1336063
Organization Overview
Evergreen Financial Counseling is located in Scottsdale, AZ. The organization was established in 2012. According to its NTEE Classification (P51) the organization is classified as: Financial Counseling, under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Evergreen Financial Counseling is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Evergreen Financial Counseling generated $70.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (10.6%) each year. All expenses for the organization totaled $121.2k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (3.7%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Philip Tirone Chairman | 2 | $0 | |
Rebecca Snyder Compliance | 10 | $0 | |
Natalie Sanchez Treasurer | 0.5 | $0 | |
Jocelyn Baker Secretary | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $70,450 |
| Membership dues | $0 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $70,450 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $59,747 |
| Professional fees and other payments to independent contractors | $2,573 |
| Occupancy, rent, utilities, and maintenance | $10,197 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $48,654 |
| Total expenses | $121,171 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $5,862 |
| Other assets | $0 |
| Total assets | $164,138 |
| Total liabilities | $229,839 |
| Net assets or fund balances | -$65,701 |