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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Organizations Houston Estate & Financial Forum

Houston Estate & Financial Forum

Fiscal year ending 2024. Filed on February 14, 2025.

C/o L Rosenthal 3900 Essex Lane 112
Houston, Texas 77027

Houston Estate & Financial Forum (EIN: 74-2109037) has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2024 IRS Form 990 filing, Houston Estate & Financial Forum, a 501(c)(6) business league, reported compensation for 17 employees. Among the employees shown here, the average compensation is $0.

Revenue, expenses, and employee compensation

Revenue

$106,947

Expenses

$100,088

Employee compensation

—
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Russell Hall Atty
Director
$0
Kristi Elsom Atty
Former President
$0
Tanya T Castro, Cfp
Director
$0
Jonathan D Adinolfi
President
$0
Maury Oliver To
Director
$0
Paige Ben-Yaacov Atty
Treasurer
$0
David Zahn To
Director
$0
Christy Brown, Cfp
Director
$0
Michelle L Melnar, Cpa
Director
$0
Jeff E Riley, Clu
Director
$0
Scott Zindler, Cfp
Vice President
$0
R Scott Robertson, Cpa
Liaison to PRES
$0

Benchmark Employee Compensation

Mission Statement

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.

Revisions to this organization profile

February 14, 2025:
2024 Houston Estate & Financial Forum 990 filed
March 22, 2024:
2023 Houston Estate & Financial Forum 990 filed
February 10, 2023:
2022 Houston Estate & Financial Forum 990 filed

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