Nonprofit · EIN 74-2109037
HOUSTON ESTATE & FINANCIAL FORUM
Tax-exempt · HOUSTON, TX 77027
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $112,435 | $113,933 | -$1,498 | $81,376 | – | $81,376 |
| June 30, 2024 | 990-EZ | $106,947 | $100,088 | $6,859 | $82,874 | – | $82,874 |
| June 30, 2023 | 990-EZ | $107,932 | $137,720 | -$29,788 | $76,015 | – | $76,015 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Membership dues
- $111,987
- Investment income
- $448
Expenses
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $113,933
Balance sheet and other
- Total assets, start of year
- $82,874
- Total assets, end of year
- $81,376
- Total liabilities, end of year
- –
- Net assets, end of year
- $81,376
- Cash, savings and investments
- $80,376
- Gross receipts
- $112,435
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT ZINDLER CFP | President | 2 | $0 |
| KAREN BURTON TO | Vice President | 1.5 | $0 |
| R SCOTT ROBERTSON CPA | Treasurer | 1.5 | $0 |
| BRETT T BERLY ATTY | Secretary | 1.5 | $0 |
| RUSSELL HALL ATTY | Director | 0.5 | $0 |
| JEFF E RILEY CLU | Director | 0.5 | $0 |
| TANYA T CASTRO CFP | Director | 0.5 | $0 |
| DAVID BOLLIS CPA | Director | 0.5 | $0 |
| MICHELLE L MELNAR CPA | Director | 0.5 | $0 |
| CHRISTY BROWN CFP | Director | 0.5 | $0 |
| CAROLINE MARCIANO TO | Director | 0.5 | $0 |
| MAURY OLIVER TO | Director | 0.5 | $0 |
| EMILY RADKE ATTY | Director | 0.5 | $0 |
| DAVID ZAHN TO | Director | 0.5 | $0 |
| JONATHAN D ADINOLFI | IMMED PAST PRES | 0.5 | $0 |
990-EZ for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONATHAN D ADINOLFI | President | 2 | $0 |
| SCOTT ZINDLER CFP | Vice President | 1.5 | $0 |
| KAREN BURTON TO | Secretary | 1.5 | $0 |
| PAIGE BEN-YAACOV ATTY | Treasurer | 1.5 | $0 |
| R SCOTT ROBERTSON CPA | LIAISON TO PRES | 1 | $0 |
| DAVID BOLLIS CPA | Director | 0.5 | $0 |
| RUSSELL HALL ATTY | Director | 0.5 | $0 |
| JEFF E RILEY CLU | Director | 0.5 | $0 |
| TANYA T CASTRO CFP | Director | 0.5 | $0 |
| BRETT T BERLY ATTY | Director | 0.5 | $0 |
| MICHELLE L MELNAR CPA | Director | 0.5 | $0 |
| CHRISTY BROWN CFP | Director | 0.5 | $0 |
| CAROLINE MARCIANO TO | Director | 0.5 | $0 |
| MAURY OLIVER TO | Director | 0.5 | $0 |
| EMILY RADKE ATTY | Director | 0.5 | $0 |
| DAVID ZAHN TO | Director | 0.5 | $0 |
| KRISTI ELSOM ATTY | IMMED PAST PRES | 0.5 | $0 |
990-EZ for the year ended June 30, 2023: 17 people
| Name | Title | Hours / week | 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 |
| CHRISTY BROWN CFP | Director | 0.5 | $0 |
| JEFF E RILEY CLUCFP | Director | 0.5 | $0 |
| RUSSELL W HALL ATTY | Director | 0.5 | $0 |
| PAIGE K BEN-YAACOV ATTY | Director | 0.5 | $0 |
| DAVID G BOLLIS CPA | Director | 0.5 | $0 |
| TANYA T CASTRO CFP | Director | 0.5 | $0 |
| CAROLINE MARCIANO TO | Director | 0.5 | $0 |
| MAURY OLIVER TO | Director | 0.5 | $0 |
| BRETT T BERLY ATTY | Director | 0.5 | $0 |
| R SCOTT ROBERTSON CPA | Director | 0.5 | $0 |
| DAVID ZAHN TO | Director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- C/O L ROSENTHAL 3900 ESSEX LANE 112, HOUSTON, TX 77027-0000
- In care of
- % L ROSENTHAL
- Signed the 990-EZ
- JEFFREY E RILEY, Treasurer
- Phone
- (713) 655-0163
- Website
- WWW.HOUSTONHEFF.ORG
- Return prepared by
- Rosenthal & Co PC
Mission
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.
Program accomplishments
- 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 300 ESTATE AND FINANCIAL PLANNING PROFESSIONALS AND AN ESTIMATED AVERAGE OF 172 MEMBERS ATTEND EACH MEETING.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 74-2109037
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1980
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $81,376
- Income (IRS master file)
- $112,435
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $112,435 | $113,933 | $81,376 | XML |
| 990-EZ | June 2024 | $106,947 | $100,088 | $82,874 | XML |
| 990-EZ | June 2023 | $107,932 | $137,720 | $76,015 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-2109037).
Questions about HOUSTON ESTATE & FINANCIAL FORUM
- What is the EIN of HOUSTON ESTATE & FINANCIAL FORUM?
- The employer identification number (EIN) of HOUSTON ESTATE & FINANCIAL FORUM is 74-2109037.
- Is HOUSTON ESTATE & FINANCIAL FORUM tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1980.
- Are donations to HOUSTON ESTATE & FINANCIAL FORUM tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does HOUSTON ESTATE & FINANCIAL FORUM file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HOUSTON ESTATE & FINANCIAL FORUM due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HOUSTON ESTATE & FINANCIAL FORUM last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of HOUSTON ESTATE & FINANCIAL FORUM?
- The 990-EZ for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does HOUSTON ESTATE & FINANCIAL FORUM have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $112,435, expenses of $113,933 and total assets of $81,376 at year end.
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