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Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
DBA: N/A
EIN 74-2109037 · Snapshot of IRS recognition, filing currency, financial health, and governance.
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.
Principal Officer
Jeffrey E Riley
Total Revenue
$112K
FY2024
Total Expenses
$114K
FY2024
Net Assets
$81K
Program Ratio
100.0%
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
—
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.