Houston Estate & Financial Forum
501(c)(6)
Only null% goes to programs Strong reserves Growing revenue
Houston Estate & Financial Forum is a 501(c)(6) organization based in Houston, Texas, registered in 1980, with $112,435 in FY2024 revenue. CharityIndex grades it B.
C/o L Rosenthal 3900 Essex Lane 112, Houston, TX, 77027 EIN 74-2109037 Since 1980
Revenue (FY2024)
$112K
▲ 5.1% vs prior year
Expenses (FY2024)
$114K
Net assets
$81K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
★★★★
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Houston Estate & Financial Forum— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
AFinancial health25% of the rating9 mo reserves · -1% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Houston Estate & Financial Forum: 9 mo reserves · -1% margin earns a A on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Houston Estate & Financial Forum— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Houston Estate & Financial Forum: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Contact & location
Financial trends
Revenue grew from $88K (FY2014) to $112K (FY2024) across 11 reported years.
Financial snapshot
Financial health & position (FY2024)
Operating margin
-1.3%
Spent more than it raised in the latest fiscal year.
Total assets
$81K
Net assets
$81K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $112,435▲5.1% | $113,933▲13.8% | $81,376▼1.8% | $81,376▼1.8% | 990EZ |
| 2023 | $106,947▼0.9% | $100,088▼27.3% | $82,874▲9.0% | $82,874▲9.0% | 990EZ |
| 2022 | $107,932▲23.0% | $137,720▲34.6% | $76,015▼28.2% | $76,015▼28.2% | 990EZ |
| 2021 | $87,763▲47.7% | $102,287▲107% | $105,803▼12.1% | $105,803▼12.1% | 990EZ |
| 2020 | $59,431▼37.4% | $49,456▼29.6% | $120,327▲9.0% | $120,327▲9.0% | 990EZ |
| 2019 | $94,961▼8.5% | $70,260▼26.4% | $110,352▲28.8% | $110,352▲28.8% | 990EZ |
| 2018 | $103,804▲10.7% | $95,495▲2.3% | $85,651▲11.1% | $85,651▲11.1% | 990EZ |
| 2017 | $93,753▲1.5% | $93,344▼0.8% | $77,099▲0.5% | $77,099▲0.5% | 990EZ |
| 2016 | $92,390▲4.8% | $94,130▼2.2% | $76,690▼2.2% | $76,690▼2.2% | 990EZ |
| 2015 | $88,123▼0.3% | $96,282▲2.7% | $78,430▼9.4% | $78,430▼9.4% | 990EZ |
| 2014 | $88,421 | $93,727 | $86,589 | $86,589 | 990EZ |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Frequently asked questions
- Is Houston Estate & Financial Forum a legitimate nonprofit?
- Yes. Houston Estate & Financial Forum is a 501(c)(6) organization registered with the U.S. Internal Revenue Service under EIN 74-2109037, based in Houston, Texas.
- What is Houston Estate & Financial Forum's EIN?
- Houston Estate & Financial Forum's Employer Identification Number (EIN) is 74-2109037.
- How much revenue does Houston Estate & Financial Forum report?
- Houston Estate & Financial Forum reported $112,435 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Houston Estate & Financial Forum have?
- CharityIndex grades Houston Estate & Financial Forum B, based on financial health (reserves and operating margin).
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Data for Houston Estate & Financial Forum (EIN 74-2109037) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.