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Houston Estate & Financial Forum

  • Houston, TX
  • Tax-exempt since May 1980
  • EIN: 74-2109037

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$108k (2023)

Expenses
$138k (2023)

Total Assets
$76k (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2012 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$107,932
Expenses
$137,720
Net Income
-$29,788
Net Assets
$76,015
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $76,015
Total Liabilities $0
Net Assets $76,015
Compensation
Key Employees and Officers Compensation Other
Kristi N Elsom Atty (President) $0 $0
Jonathan D Adinolfi Cpa (Vice President) $0 $0
Karen Burton To (Treasurer) $0 $0
Scott M Zindler Cfp (Secretary) $0 $0
Russ Newton Attyto (Immed Past Pres) $0 $0
Michelle L Melnar Cpa (Director) $0 $0
Christy Brown Cfp (Director) $0 $0
Jeff E Riley Clucfp (Director) $0 $0
Russell W Hall Atty (Director) $0 $0
Paige K Ben Yaacov Atty (Director) $0 $0
David G Bollis Cpa (Director) $0 $0
Tanya T Castro Cfp (Director) $0 $0
Caroline Marciano To (Director) $0 $0
Maury Oliver To (Director) $0 $0
Brett T Berly Atty (Director) $0 $0
R Scott Robertson Cpa (Director) $0 $0
David Zahn To (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on March 22, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$87,763
Expenses
$102,287
Net Income
-$14,524
Net Assets
$105,803
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $105,803
Total Liabilities $0
Net Assets $105,803
Compensation
Key Employees and Officers Compensation Other
Russ Newton Atty (President) $0 $0
Paige Pickar Guinn Cfp (Immed Past Pres) $0 $0
Kristi N Elsom Atty (Vice President) $0 $0
Jonathan D Adinolfi Cpa (Secretary) $0 $0
Scott M Zindler Cfp (Treasurer) $0 $0
Michelle L Melnar Cpa (Director) $0 $0
Christy Brown (Director) $0 $0
Jeff E Riley Cfp (Director) $0 $0
Russell W Hall Atty (Director) $0 $0
Paige Ben Yaacov Atty (Director) $0 $0
David G Bollis Cpa (Director) $0 $0
Tanya Castro (Director) $0 $0
Karen Burton To (Director) $0 $0
Caroline Marciano To (Director) $0 $0
Brett T Berly Atty (Director) $0 $0
R Scott Robertson Cpa (Director) $0 $0
David Zahn To (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Feb. 10, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$59,431
Expenses
$49,456
Net Income
$9,975
Net Assets
$120,327
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $120,327
Total Liabilities $0
Net Assets $120,327
Compensation
Key Employees and Officers Compensation Other
Paige Pickar Guinn Cfp (President) $0 $0
Connie Estopinal Cpa (Immed Past Pres) $0 $0
Russ Newton To (Vice President) $0 $0
Kristi N Elsom Atty (Secretary) $0 $0
Jonathon D Adinolfi Cpa (Treasurer) $0 $0
Michelle L Melnar Cpa (Director) $0 $0
Scott M Zindler Cfp (Director) $0 $0
Jeff E Riley Cfp (Director) $0 $0
Russell W Hall Atty (Director) $0 $0
Paige Ben Yaacov Atty (Director) $0 $0
David G Bollis Cpa (Director) $0 $0
Karen Burton To (Director) $0 $0
Caroline Marciano To (Director) $0 $0
Brett T Berly Atty (Director) $0 $0
R Scott Robertson Cpa (Director) $0 $0
David Zahn To (Director) $0 $0
Ali Nasser Cfp (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Feb. 17, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$94,961
Expenses
$70,260
Net Income
$24,701
Net Assets
$110,352
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $110,352
Total Liabilities $0
Net Assets $110,352
Compensation
Key Employees and Officers Compensation Other
Connie Estopinal Cpa (President) $0 $0
C Christine Borrett Atty (Immed Past Pres) $0 $0
Paige Picknar Guinn Cfp (Vice President) $0 $0
Russ Newton To (Secretary) $0 $0
Kristi N Elsom Atty (Treasurer) $0 $0
Michelle L Melnar Cpa (Director) $0 $0
Scott M Zindler Cfp (Director) $0 $0
Jonathon D Adinolfi Cpa (Director) $0 $0
Russell W Hall Atty (Director) $0 $0
Paige Ben Yaacov Atty (Director) $0 $0
Tom Williams Cfp (Director) $0 $0
Karen Burton To (Director) $0 $0
Caroline Marciano To (Director) $0 $0
Brett T Berly Atty (Director) $0 $0
R Scott Robertson Cpa (Director) $0 $0
David Zahn To (Director) $0 $0
Ali Nasser Cfp (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on March 17, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$103,804
Expenses
$95,495
Net Income
$8,309
Net Assets
$85,651
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $85,651
Total Liabilities $0
Net Assets $85,651
Compensation
Key Employees and Officers Compensation Other
C Christine Borrett Atty (President) $0 $0
Leslie Kiefer Amann To (Immed Past Pres) $0 $0
Connie Estopinal Cpa (Vice President) $0 $0
Kristi N Elsom Atty (Director) $0 $0
Jonathan D Adinolfi Cpa (Director) $0 $0
Paige Pickar Guinn Cfp (Secretary) $0 $0
Richard Tange Cpa (Director) $0 $0
Paige Ben Yaacov Atty (Director) $0 $0
Tom Williams Cfp (Director) $0 $0
Karen Burton To (Director) $0 $0
Russ Newton To (Treasurer) $0 $0
Gene Peeples Clu (Director) $0 $0
Gary Williams To (Director) $0 $0
Brett T Berly Atty (Director) $0 $0
R Scott Robertson Cpa (Director) $0 $0
David Zahn To (Director) $0 $0
Ali Nasser Cfp (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on March 13, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$93,753
Expenses
$93,344
Net Income
$409
Net Assets
$77,099
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $77,099
Total Liabilities $0
Net Assets $77,099
Compensation
Key Employees and Officers Compensation Other
Connie Estopinal Cpa (Secretary) $0 $0
Steven M Ruderman Cfp (Immed Past Pres) $0 $0
Leslie Kiefer Amann To (President) $0 $0
C Christine Borrett Atty (Vice President) $0 $0
Kristi N Elsom Atty (Director) $0 $0
Jonathan D Adinolfi Cpa (Director) $0 $0
Paige Pickar Guinn Cfp (Treasurer) $0 $0
Richard Tange Cpa (Director) $0 $0
Paige Ben Yaacov Atty (Director) $0 $0
Tom Williams Cfp (Director) $0 $0
Ali Nasser Cfp (Director) $0 $0
Karen Burton To (Director) $0 $0
Russ Newton To (Director) $0 $0
Gene Peeples Clu (Director) $0 $0
Gary Williams To (Director) $0 $0
Brett T Berly Atty (Director) $0 $0
R Scott Robertson Cpa (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Feb. 20, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$92,390
Expenses
$94,130
Net Income
-$1,740
Net Assets
$76,690
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $2
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $76,690
Total Liabilities $0
Net Assets $76,690
Compensation
Key Employees and Officers Compensation Other
Connie Estopinal Cpa (Treasurer) $0 $0
Mary Jane Robinson Cpa (Immed Past Pres) $0 $0
Steven M Ruderman Cfp (President) $0 $0
Leslie Kiefer Amann To (Vice President) $0 $0
C Christine Borrett Atty (Secretary) $0 $0
Kristi N Elsom Atty (Director) $0 $0
Jonathan D Adinolfi Cpa (Director) $0 $0
Paige Pickar Guinn Cfp (Director) $0 $0
Richard Tange Cpa (Director) $0 $0
Paige Ben Yaacov Atty (Director) $0 $0
Tom Williams Cfp (Director) $0 $0
Karen Burton To (Director) $0 $0
Russ Newton To (Director) $0 $0
Gene Peeples Clu (Director) $0 $0
Gary Williams To (Director) $0 $0
Brett T Berly Atty (Director) $0 $0
R Scott Robertson Cpa (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on March 22, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$88,123
Expenses
$96,282
Net Income
-$8,159
Net Assets
$78,430
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $8
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $78,430
Total Liabilities $0
Net Assets $78,430
Compensation
Key Employees and Officers Compensation Other
Jimmy Walker (Immed Past Pres) $0 $0
Mary Jane Robinson Cpa (President) $0 $0
Steven M Ruderman Cfp (Vice President) $0 $0
Leslie Kiefer Amann To (Secretary) $0 $0
C Christine Borrett Atty (Treasurer) $0 $0
Kristi N Elsom Atty (Director) $0 $0
Jonathan D Adinolfi Cpa (Director) $0 $0
Paige Pickar Guinn Cfp (Director) $0 $0
Richard Tange Cpa (Director) $0 $0
Russ Newton To (Director) $0 $0
Gene Peebles Clu (Director) $0 $0
Paige Ben Yaacov Atty (Director) $0 $0
Connie Estopinal Cpa (Director) $0 $0
Tom Williams Cfp (Director) $0 $0
Gary Williams To (Director) $0 $0
Karen Burton To (Director) $0 $0
Brett T Berly Atty (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Jan. 31, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$88,421
Expenses
$93,727
Net Income
-$5,306
Net Assets
$86,589
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $11
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $86,589
Total Liabilities $0
Net Assets $86,589
Compensation
Key Employees and Officers Compensation Other
Jimmy Walker Atty (President) $0 $0
Mary Jane Robinson Cpa (Vice President) $0 $0
Steven M Ruderman Cfp (Secretary) $0 $0
Leslie Kiefer Amann To (Treasurer) $0 $0
Susan J Travis To (Imm Past Pres) $0 $0
Kristi N Elsom Atty (Director) $0 $0
Jonathan D Adinolfi Cpa (Director) $0 $0
Paige Pickar Guinn Cfp (Director) $0 $0
Richard Tange Cpa (Director) $0 $0
Russ Newton To (Director) $0 $0
Gene Peebles Clu (Director) $0 $0
C Christine Borrett Atty (Director) $0 $0
Paige Ben Yaacov Atty (Director) $0 $0
Connie Estopinal Cpa (Director) $0 $0
Tom Williams Cfp (Director) $0 $0
Gary Williams To (Director) $0 $0
Karen Burton To (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Feb. 5, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$96,194
Expenses
$95,496
Net Income
$698
Net Assets
$91,895
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $17
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $91,895
Total Liabilities $0
Net Assets $91,895

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$99,281
Expenses
$94,234
Net Income
$5,047
Net Assets
$91,197
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $65
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $91,197
Total Liabilities $0
Net Assets $91,197

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$100,968
Expenses
$90,345
Net Income
$10,623
Net Assets
$86,150
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $101
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $86,150
Total Liabilities $0
Net Assets $86,150

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated