Houston Estate & Financial Forum
- Assets
- $76.0k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Houston, TX
- Founding
- 05/1980
- Data as of
- 06/2023
- EIN
- 74-2109037
Organization Overview
Houston Estate & Financial Forum is located in Houston, TX. The organization was established in 1980. According to its NTEE Classification (B82) the organization is classified as: Scholarships & Student Financial Aid, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Houston Estate & Financial Forum is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 06/2023, Houston Estate & Financial Forum generated $107.9k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 2.6% each year. All expenses for the organization totaled $137.7k during the year ending 06/2023. While expenses have increased by 4.6% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3
THE ORGANIZATION HOLDS MONTHLY MEETINGS DURING THE YEAR IN WHICH SPEAKERS ADDRESS VARIOUS CURRENT ESTATE AND FINANCIAL PLANNING TOPICS. IN ADDITION TO THE EDUCATIONAL BENEFITS, THE MEETINGS PROVIDE THE MEMBERS WITH OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT, NETWORKING AND IMPROVEMENT OF THEIR PROFESSIONAL SERVICES TO THE PUBLIC. MEMBERSHIP INCLUDES APPROXIMATELY 396 ESTATE AND FINANCIAL PLANNING PROFESSIONALS AND AN ESTIMATED AVERAGE OF 165 MEMBERS ATTEND EACH MEETING.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kristi N Elsom Atty President | 2 | $0 | |
Jonathan D Adinolfi CPA Vice President | 1.5 | $0 | |
Karen Burton To Treasurer | 1.5 | $0 | |
Scott M Zindler CFP Secretary | 1.5 | $0 | |
Russ Newton Attyto Immed Past Pres | 0.5 | $0 | |
Michelle L Melnar CPA Director | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Membership dues | $107,931 |
| Investment income | $1 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $107,932 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $0 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $137,720 |
| Total expenses | $137,720 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $75,015 |
| Other assets | $0 |
| Total assets | $76,015 |
| Total liabilities | $0 |
| Net assets or fund balances | $76,015 |