Civic Intelligence

Houston Business & Estate Planning

EIN 76-0042342 • 501(c)6 • Houston, TX

Profile

The council provides educational seminars regarding business and estate planning topics.

4400 Post Oak Parkway 1100Houston, TX 77027

www.hbepc.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

68th percentile

10%

Higher net margin than 68% 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

75th percentile

14%

Faster asset growth than 75% of similar nonprofits.

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

Revenue Growth

53rd percentile

1.2%

Faster revenue growth than 53% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$50,618

Up $6,319 (+14%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$50,618

Up $6,319 (+14%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Up

$61,126

Up $727 (+1.2%) from 2024

Expenses

Down

$54,807

Down $13,648 (-20%) from 2024

Net Income

Up

$6,319

Up $14,375 (+178%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

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

$100K$50K$0Assets 2011: $28,322Liabilities 2011: $0Net Assets 2011: $28,3222011Assets 2012: $32,714Liabilities 2012: $0Net Assets 2012: $32,7142012Assets 2013: $39,941Liabilities 2013: $0Net Assets 2013: $39,9412013Assets 2016: $55,214Liabilities 2016: $0Net Assets 2016: $55,2142016Assets 2017: $57,172Liabilities 2017: $0Net Assets 2017: $57,1722017Assets 2018: $41,997Liabilities 2018: $0Net Assets 2018: $41,9972018Assets 2019: $44,584Liabilities 2019: $0Net Assets 2019: $44,5842019Assets 2020: $58,625Liabilities 2020: $0Net Assets 2020: $58,6252020Assets 2021: $97,969Liabilities 2021: $0Net Assets 2021: $97,9692021Assets 2022: $58,052Liabilities 2022: $0Net Assets 2022: $58,0522022Assets 2023: $52,355Liabilities 2023: $02023Assets 2024: $44,299Net Assets 2024: $44,2992024Assets 2025: $50,618Net Assets 2025: $50,6182025

Highlighted filing

2025

Assets$50,618
Liabilities-
Net Assets$50,618
Open 2025 Filing

Operations Trend

Revenue Growth53rd percentile

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

$100K$50K$0-$50KRevenue 2011: $47,245Expenses 2011: $37,071Net Income 2011: $10,1742011Revenue 2012: $47,950Expenses 2012: $43,558Net Income 2012: $4,3922012Revenue 2013: $47,575Expenses 2013: $40,348Net Income 2013: $7,2272013Revenue 2016: $52,286Expenses 2016: $51,663Net Income 2016: $6232016Revenue 2017: $51,390Expenses 2017: $49,432Net Income 2017: $1,9582017Revenue 2018: $50,570Expenses 2018: $65,745Net Income 2018: -$15,1752018Revenue 2019: $56,461Expenses 2019: $53,874Net Income 2019: $2,5872019Revenue 2020: $55,351Expenses 2020: $41,310Net Income 2020: $14,0412020Revenue 2021: $44,267Expenses 2021: $4,923Net Income 2021: $39,3442021Revenue 2022: $14,181Expenses 2022: $54,098Net Income 2022: -$39,9172022Revenue 2023: $57,553Expenses 2023: $63,250Net Income 2023: -$5,6972023Revenue 2024: $60,399Expenses 2024: $68,455Net Income 2024: -$8,0562024Revenue 2025: $61,126Expenses 2025: $54,807Net Income 2025: $6,3192025

Highlighted filing

2025

Revenue$61,126
Expenses$54,807
Net Income$6,319
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$50,618
Liabilities
-
Net assets
$50,618
Revenue
$61,126
Expenses
$54,807
Net income
$6,319
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$50.6$50.6$61.1$54.8$6.32
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.3$44.3$60.4$68.5$8.06
2023Summary only. Only limited summary data is available for this year.$52.4$0.00$57.6$63.3$5.70
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.1$0.00$58.1$14.2$54.1$39.9
2021Detailed filing. Detailed filing data is available for this year.$98.0$0.00$98.0$44.3$4.92$39.3
2020Detailed filing. Detailed filing data is available for this year.$58.6$0.00$58.6$55.4$41.3$14.0
2019Detailed filing. Detailed filing data is available for this year.$44.6$0.00$44.6$56.5$53.9$2.59
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.0$0.00$42.0$50.6$65.7$15.2
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.2$0.00$57.2$51.4$49.4$1.96
2016Detailed filing. Detailed filing data is available for this year.$55.2$0.00$55.2$52.3$51.7$0.62
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.9$0.00$39.9$47.6$40.3$7.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.7$0.00$32.7$48.0$43.6$4.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.3$0.00$28.3$47.2$37.1$10.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Feb 25, 2026
Return Version
2024v5.2
Gross Receipts
$61,126
Mission and Program Overview

Mission

The houston business & estate planning council provides educational seminars and meetings to keep members current on pertinent business, financial and estate planning topics. 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 BUSINESS, FINANCIAL AND ESTATE PLANNING CURRENT TOPICS. IN ADDITION TO THE EDUCATIONAL BENEFITS, THE MEETINGS PROVIDE THE MEMBERS WITH OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT AND IMPROVEMENT OF THEIR PROFESSIONAL SERVICES.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
F GIB SURLESImmed Past Pres-$0--
BRYAN A PHILLIPSPresident-$0--
SARAH A SNOOKVice President-$0--
CELESTE C LAWTONSecretary-$0--
TANYA T CASTROTreasurer-$0--
JON D ADINOLFIEducation Chair-$0--
TERRELL TAYLORMembership CHR-$0--
Filing and Contact Details

Filer

Filer Name
Houston Business & Estate Planning
EIN
76-0042342
Phone
7138508787
Address
4400 POST OAK PARKWAY 1100, HOUSTON, TX 77027

Signing Officer

Name
Jon D Adinolfi
Title
Treasurer
Signed
2026-02-25
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/networking expenses $51015”

Other Expenses.2

“ACCOUNTING FEES $1900”

Other Expenses.3

“Prof. Certifications/dues $1092”

Other Expenses.4

“Speaker gift cards/honorariums $800”

Raw XML Appendix119 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Jon D Adinolfi Treasurer
IRS990EZ/BooksInCareOfDetail/PhoneNum07136253521
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01330 Post Oak Blvd Suite 2400
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077056
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044299
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt050618
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06319
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044299
IRS990EZ/Form990TotalAssetsGrp/EOYAmt050618
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt061126
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt061126
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044299
IRS990EZ/NetAssetsOrFundBalancesEOYAmt050618
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044299
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt050618
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0F GIB SURLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRYAN A PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH A SNOOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CELESTE C LAWTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TANYA T CASTRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JON D ADINOLFI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TERRELL TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0IMMED PAST PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5EDUCATION CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBERSHIP CHR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt054807
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE HOUSTON BUSINESS & ESTATE PLANNING COUNCIL PROVIDES EDUCATIONAL SEMINARS AND MEETINGS TO KEEP MEMBERS CURRENT ON PERTINENT BUSINESS, FINANCIAL AND ESTATE PLANNING TOPICS. IT ALSO PROMOTES UNDERSTANDING AND COOPERATION AMONG THE DIFFERENT DISCIPLINES OF ITS MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION HOLDS MONTHLY MEETINGS DURING THE YEAR IN WHICH SPEAKERS ADDRESS VARIOUS BUSINESS, FINANCIAL AND ESTATE PLANNING CURRENT TOPICS. IN ADDITION TO THE EDUCATIONAL BENEFITS, THE MEETINGS PROVIDE THE MEMBERS WITH OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT AND IMPROVEMENT OF THEIR PROFESSIONAL SERVICES.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt054807
IRS990EZ/TotalRevenueAmt061126
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.HBEPC.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEETINGS/NETWORKING EXPENSES $51015
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTING FEES $1900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROF. CERTIFICATIONS/DUES $1092
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SPEAKER GIFT CARDS/HONORARIUMS $800
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JON D ADINOLFI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOUSTON BUSINESS & ESTATE PLANNING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COUNCIL
ReturnHeader/Filer/BusinessNameControlTxt0HOUS
ReturnHeader/Filer/EIN0760042342
ReturnHeader/Filer/PhoneNum07138508787
ReturnHeader/Filer/USAddress/AddressLine1Txt04400 POST OAK PARKWAY 1100
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077027
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760589675
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rosenthal & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03900 Essex Lane Suite 1120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077027
ReturnHeader/PreparerPersonGrp/PhoneNum07136550163
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUISE S ROSENTHALCPA
ReturnHeader/ReturnTs02026-02-25T13:54:32-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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