2025-02-14T06:00:42-08:00 2024-06-30 760589675 Rosenthal & Co PC 3900 Essex Lane Suite 1120 Houston TX 77027 990EZ 2023-07-01 742109037 HOUSTON ESTATE & FINANCIAL FORUM HOUS 7136550163 C/O L ROSENTHAL 3900 ESSEX LANE 112 HOUSTON TX 77027 R SCOTT ROBERTSON CPA Treasurer 2025-02-14 true true LOUISE S ROSENTHALCPA P00088243 7136550163 2023 2025-03-06 01:10:19Z X X WWW.HOUSTONHEFF.ORG X 106947 X 106946 1 0 0 0 0 106947 100088 100088 6859 76015 82874 X 75015 81874 1000 1000 76015 82874 76015 82874 HOUSTON ESTATE AND FINANCIAL FORUM PROVIDES EDUCATION FOR ITS MEMBERS IN THE FIELDS OF ESTATE AND FINANCIAL PLANNING. IT ALSO PROMOTES UNDERSTANDING AND COOPERATION AMONG THE DIFFERENT DISCIPLINES OF ITS MEMBERS. 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 395 ESTATE AND FINANCIAL PLANNING PROFESSIONALS AND AN ESTIMATED AVERAGE OF 165 MEMBERS ATTEND EACH MEETING. X JONATHAN D ADINOLFI President 2.00 0 SCOTT ZINDLER CFP Vice President 1.50 0 KAREN BURTON TO Secretary 1.50 0 PAIGE BEN-YAACOV ATTY Treasurer 1.50 0 R SCOTT ROBERTSON CPA LIAISON TO PRES 1.00 0 DAVID BOLLIS CPA Director 0.50 0 RUSSELL HALL ATTY Director 0.50 0 JEFF E RILEY CLU Director 0.50 0 TANYA T CASTRO CFP Director 0.50 0 BRETT T BERLY ATTY Director 0.50 0 MICHELLE L MELNAR CPA Director 0.50 0 CHRISTY BROWN CFP Director 0.50 0 CAROLINE MARCIANO TO Director 0.50 0 MAURY OLIVER TO Director 0.50 0 EMILY RADKE ATTY Director 0.50 0 DAVID ZAHN TO Director 0.50 0 KRISTI ELSOM ATTY IMMED PAST PRES 0.50 0 false false false false false false false 0 0 0 0 0 false R SCOTT ROBERTSON TREASURER 9 GREENWAY PLAZASTE 1700 HOUSTON TX 77046 7133531947 false false false false false false false false NONE NONE Other Expenses.1 MEETINGS/PROF NETWORKING EXP $60793 Other Expenses.2 OUTSOURCED ADMINISTRATION EXP $18200 Other Expenses.3 SPEAKER FEES/EXPENSES $5000 Other Expenses.4 BANK SERVICE FEES/CREDIT CARD $3258 Other Expenses.5 SPEAKER GIFT CARDS/HONORARIUMS $3000 Other Expenses.6 ACCOUNTING FEES $2290 Other Expenses.7 SPEAKER TRAVEL EXPENSES $1989 Other Expenses.8 CONTINUING ED REGISTRATION $1728 Other Expenses.9 WEBSITE COSTS & IT SUPPORT $1483 Other Expenses.10 ACCTING SOFTWARE SUBSCRIPTION $1037 Other Expenses.11 PRINTING OUTLINES/NOTICES $870 Other Expenses.12 OFFICE/GENL ADMIN EXPENDITURES $440 Other Assets.1 DEPOSIT FOR MEETING SPACE - Beginning $1000 DEPOSIT FOR MEETING SPACE - Ending $1000