Civic Intelligence

Houston Estate & Financial Forum

EIN 74-2109037 • 501(c)6 • Houston, TX

Profile

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.

C/O L Rosenthal 3900 Essex Lane 112Houston, TX 77027

www.houstonheff.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

45th percentile

-1.3%

Higher net margin than 45% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

49th percentile

-1.8%

Faster asset growth than 49% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

60th percentile

5.1%

Faster revenue growth than 60% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$81,376

Down $1,498 (-1.8%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$81,376

Down $1,498 (-1.8%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin45th percentile

Revenue

Up

$112,435

Up $5,488 (+5.1%) from 2024

Expenses

Up

$113,933

Up $13,845 (+14%) from 2024

Net Income

Down

-$1,498

Down $8,357 (-122%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2012: $86,150Liabilities 2012: $02012Assets 2013: $91,197Liabilities 2013: $02013Assets 2014: $91,895Liabilities 2014: $02014Assets 2015: $86,589Net Assets 2015: $86,5892015Assets 2016: $78,430Net Assets 2016: $78,4302016Assets 2017: $76,690Net Assets 2017: $76,6902017Assets 2018: $77,099Net Assets 2018: $77,0992018Assets 2019: $85,651Net Assets 2019: $85,6512019Assets 2020: $110,352Net Assets 2020: $110,3522020Assets 2021: $120,327Net Assets 2021: $120,3272021Assets 2022: $105,803Net Assets 2022: $105,8032022Assets 2023: $76,015Net Assets 2023: $76,0152023Assets 2024: $82,874Net Assets 2024: $82,8742024Assets 2025: $81,376Net Assets 2025: $81,3762025

Highlighted filing

2025

Assets$81,376
Liabilities-
Net Assets$81,376
Open 2025 Filing

Operations Trend

Revenue Growth60th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $100,968Expenses 2012: $90,345Net Income 2012: $10,6232012Revenue 2013: $99,281Expenses 2013: $94,234Net Income 2013: $5,0472013Revenue 2014: $96,194Expenses 2014: $95,496Net Income 2014: $6982014Revenue 2015: $88,421Expenses 2015: $93,727Net Income 2015: -$5,3062015Revenue 2016: $88,123Expenses 2016: $96,282Net Income 2016: -$8,1592016Revenue 2017: $92,390Expenses 2017: $94,130Net Income 2017: -$1,7402017Revenue 2018: $93,753Expenses 2018: $93,344Net Income 2018: $4092018Revenue 2019: $103,804Expenses 2019: $95,495Net Income 2019: $8,3092019Revenue 2020: $94,961Expenses 2020: $70,260Net Income 2020: $24,7012020Revenue 2021: $59,431Expenses 2021: $49,456Net Income 2021: $9,9752021Revenue 2022: $87,763Expenses 2022: $102,287Net Income 2022: -$14,5242022Revenue 2023: $107,932Expenses 2023: $137,720Net Income 2023: -$29,7882023Revenue 2024: $106,947Expenses 2024: $100,088Net Income 2024: $6,8592024Revenue 2025: $112,435Expenses 2025: $113,933Net Income 2025: -$1,4982025

Highlighted filing

2025

Revenue$112,435
Expenses$113,933
Net Income-$1,498
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$81,376
Liabilities
-
Net assets
$81,376
Revenue
$112,435
Expenses
$113,933
Net income
-$1,498
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.81$0.81$1.12$1.14$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.83$0.83$1.07$1.00$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.76$0.76$1.08$1.38$0.30
2022Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.88$1.02$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.20$1.20$0.59$0.49$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.10$1.10$0.95$0.70$0.25
2019Detailed filing. Detailed filing data is available for this year.$0.86$0.86$1.04$0.95$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.77$0.77$0.94$0.93$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.77$0.77$0.92$0.94$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.78$0.88$0.96$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.87$0.87$0.88$0.94$0.05
2014Summary only. Only limited summary data is available for this year.$0.92$0.00$0.96$0.95$0.01
2013Summary only. Only limited summary data is available for this year.$0.91$0.00$0.99$0.94$0.05
2012Summary only. Only limited summary data is available for this year.$0.86$0.00$1.01$0.90$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 2, 2026
Return Version
2024v5.2
Gross Receipts
$112,435
Mission and Program Overview

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 Services

DescriptionGrantsExpenses
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.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT ZINDLER CFPPresident-$0--
KAREN BURTON TOVice President-$0--
R SCOTT ROBERTSON CPATreasurer-$0--
BRETT T BERLY ATTYSecretary-$0--
RUSSELL HALL ATTYDirector-$0--
JEFF E RILEY CLUDirector-$0--
TANYA T CASTRO CFPDirector-$0--
DAVID BOLLIS CPADirector-$0--
MICHELLE L MELNAR CPADirector-$0--
CHRISTY BROWN CFPDirector-$0--
CAROLINE MARCIANO TODirector-$0--
MAURY OLIVER TODirector-$0--
EMILY RADKE ATTYDirector-$0--
DAVID ZAHN TODirector-$0--
JONATHAN D ADINOLFIImmed Past Pres-$0--
Filing and Contact Details

Filer

Filer Name
Houston Estate & Financial Forum
EIN
74-2109037
Phone
7136550163
Address
C/O L ROSENTHAL 3900 ESSEX LANE 112, HOUSTON, TX 77027

Signing Officer

Name
Jeffrey E Riley
Title
Treasurer
Signed
2026-03-02
Discuss with paid preparer
Yes

Preparer

Firm
Rosenthal & Co PC
Address
3900 Essex Lane Suite 1120, Houston, TX 77027
Preparer
Louise S Rosenthalcpa
Phone
7136550163
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Meetings/prof networking exp $62377”

Other Expenses.2

“Outsourced administration exp $22200”

Other Expenses.3

“Website costs & it support $5166”

Other Expenses.4

“Speaker fees/expenses $5000”

Other Expenses.5

“Bank service/credit card fees $3476”

Other Expenses.6

“NAEPC CONFERENCE $3091”

Other Expenses.7

“Speaker gift cards/honorariums $3000”

Other Expenses.8

“ACCOUNTING FEES $2380”

Other Expenses.9

“Continuing ed registration $2044”

Other Expenses.10

“Speaker travel expenses $1783”

Other Expenses.11

“NAEPC DUES $1257”

Other Expenses.12

“Accting software subscription $1238”

Other Expenses.13

“Office/genl admin expenditures $695”

Other Expenses.14

“Printing outlines/notices $226”

Other Assets.1

“DEPOSIT FOR MEETING SPACE - Beginning $1000 DEPOSIT FOR MEETING SPACE - Ending $1000”

Raw XML Appendix176 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14IMMED PAST PRES
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No mirrored PDF or thumbnail assets are attached yet.