HOUSTON ESTATE & FINANCIAL FORUM
EIN 74-2109037 · Professional Athletic Leagues (N80)
What they do
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.
Should I give to this charity?
Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.
Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.
Basic facts we verified
IRS warning checkNo IRS revocation warning appears in this data.
Money report from 2024The charity has a recent tax report to read.
They explain their jobThe charity tells us what it is trying to do.
They name their leaders15 people are listed in the latest report.
You can reach themThey list contact information, so you can ask questions.
Money made simple
Ask these three easy questions
- Who did you help? Ask for a recent story or report that shows real results.
- What will my money do? Ask exactly what your gift will pay for.
- Is this really the charity? Give only through its official website or confirmed phone number.
Worth asking: Expenses exceeded revenue by $1,498 this year. Ask whether that was planned or caused by a one-time event.
Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.
Financial picture
A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.
Money in and money out
See all reported dollar amounts
Leadership and board
Names, titles, time, and compensation below are reported by the organization on its Form 990.
No compensation was reported for these leaders. The complete board and leadership roster is shown below.
Board and leadership roster (15)
BRETT T BERLY ATTYSECRETARY
CAROLINE MARCIANO TODIRECTOR
CHRISTY BROWN CFPDIRECTOR
DAVID BOLLIS CPADIRECTOR
DAVID ZAHN TODIRECTOR
EMILY RADKE ATTYDIRECTOR
JEFF E RILEY CLUDIRECTOR
JONATHAN D ADINOLFIIMMED PAST PRES
KAREN BURTON TOVICE PRESIDENT
MAURY OLIVER TODIRECTOR
MICHELLE L MELNAR CPADIRECTOR
R SCOTT ROBERTSON CPATREASURER
RUSSELL HALL ATTYDIRECTOR
SCOTT ZINDLER CFPPRESIDENT
TANYA T CASTRO CFPDIRECTOR
About this charity
- Recognized since
- January 1980
- Location
- C/O L ROSENTHAL 3900 ESSEX LANE 112, HOUSTON, TX 77027-0000
- County
- Harris
- In care of
- % L ROSENTHAL
- Primary officer
- JEFFREY E RILEY, Treasurer
How to reach them
Filing and classification
- Latest tax year
- 2024
- Tax period began
- July 1, 2024
- Return type
- 990EZ
- Tax preparer
- ROSENTHAL & CO PC
- NTEE classification
- Professional Athletic Leagues (N80)
- IRS tax category
- Professional Athletic Leagues