Overview

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Latest Fiscal Year

Not available

Organization Type

Grantseeker

AI Summary

The Houston Estate & Financial Forum (EIN: 74-2109037) is a nonprofit organization dedicated to providing education in estate and financial planning while fostering collaboration among its members' diverse disciplines. With an operating budget of $113.9K and total revenue of $112.4K for the filing year 2025, the organization serves its community through its commitment to enhancing financial literacy and professional cooperation. More information can be found on their website at www.houstonheff.org.

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.
Revenues
$112.4K
Expenses
$113.9K
Net Income:
-$1.5K
Assets
$81.4K
Liabilities
N/A
Net Assets:
N/A
Operating Budget
$113.9K
Operating Budget by Year

Due Diligence

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Charity Verification Snapshot
IRS EO Business Master File Status
Listed as tax-exempt
IRS Pub 78 Status
Not in Pub 78 list
IRS Revocation Status
Not in Automatic Revocation of Exemption List
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M
Michelle L Melnar Cpa
Board Member
C
Caroline Marciano To
Board Member
D
David Zahn To
Board Member

Frequently Asked Questions

What is HOUSTON ESTATE & FINANCIAL FORUM’s budget?
In 2025, HOUSTON ESTATE & FINANCIAL FORUM reported an annual operating budget of around $114 thousand. More detailed financial information is available to registered users.
What causes does HOUSTON ESTATE & FINANCIAL FORUM support?
HOUSTON ESTATE & FINANCIAL FORUM supports work in Education.
Where does HOUSTON ESTATE & FINANCIAL FORUM operate?
HOUSTON ESTATE & FINANCIAL FORUM is headquartered in Houston, TX.