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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 2022. Filed on February 10, 2023.

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 2022 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

$87,763

Expenses

$102,287

Employee compensation

—
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

David Zahn To
Director
$0
Michelle L Melnar, Cpa
Director
$0
Scott M Zindler, Cfp
Treasurer
$0
Paige Pickar Guinn, Cfp
Former President
$0
Caroline Marciano To
Director
$0
David G Bollis, Cpa
Director
$0
R Scott Robertson, Cpa
Director
$0
Russell W Hall Atty
Director
$0
Paige Ben-Yaacov Atty
Director
$0
Jeff E Riley, Cfp
Director
$0
Russ Newton Atty
President
$0
Tanya Castro
Director
$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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