Houston Estate & Financial Forum
Nonprofit profile at a glance
- EIN
- 742109037
- IRS 990-EZ coverage
- 2014–2024
- Forms available
- Form 990-EZ 2024
- Location
- Houston, TX, USA
- Phone
- 7136550163
- Rating confidence
- Limited
Reported finances
- Revenue
- $112,435
- Expenses
- $113,933
- Assets
- $81,376
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
15 people listed
Executive titles in this filing
- SCOTT ZINDLER CFP (President)
- KAREN BURTON TO (Vice President)
People named in this filing
- SCOTT ZINDLER CFP (President)
- KAREN BURTON TO (Vice President)
- R SCOTT ROBERTSON CPA (Treasurer)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
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.
What it reported doing in 2024
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.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 82
- Sustainability: 35
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -1.3%; rating input score 29; 29th percentile among comparable filings
- Total-asset coverage ratio: 0.71; rating input score 48; 48th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 1.8% per year; rating input score 100; 30th percentile among comparable filings
- Asset growth: 0.8% per year; rating input score 100; 30th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 15 people listed
- Consistency: 5 of 5 current checks pass
- Schedules: 1 filed schedules
- Filing history: 11 filing years from 2014 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 29/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 48/100.