HOUSTON ESTATE & FINANCIAL FORUM
Data sourced from IRS 990 public filings
HOUSTON ESTATE & FINANCIAL FORUM 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.
Annual Revenue
$106,947
Known Funders
0
Grants Received
0
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2023 | $106,947 | $100,088 | $82,874 |
Top Funders
No funder data available yet for this nonprofit.
Key Personnel
From 2023 IRS 990 filing
JONATHAN D ADINOLFI
President
SCOTT ZINDLER CFP
Vice President
KAREN BURTON TO
Secretary
PAIGE BEN-YAACOV ATTY
Treasurer
R SCOTT ROBERTSON CPA
LIAISON TO PRES
DAVID BOLLIS CPA
Director
RUSSELL HALL ATTY
Director
JEFF E RILEY CLU
Director
TANYA T CASTRO CFP
Director
BRETT T BERLY ATTY
Director
Showing 10 of 17 key personnel.
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