Houston Business & Estate Planning Council
- Assets
- $52.4k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Houston, TX
- Founding
- 02/1983
- Data as of
- 05/2023
- EIN
- 76-0042342
Organization Overview
Houston Business & Estate Planning Council is located in Houston, TX. The organization was established in 1983. According to its NTEE Classification (P99) the organization is classified as: Human Services N.E.C., under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Houston Business & Estate Planning Council is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 05/2023, Houston Business & Estate Planning Council generated $57.6k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 1.2% each year. All expenses for the organization totaled $63.3k during the year ending 05/2023. While expenses have increased by 2.6% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3
THE ORGANIZATION HOLDS MONTHLY MEETINGS DURING THE YEAR IN WHICH SPEAKERS ADDRESS VARIOUS BUSINESS, FINANCIAL AND ESTATE PLANNING CURRENT TOPICS. IN ADDITION TO THE EDUCATIONAL BENEFITS, THE MEETINGS PROVIDE THE MEMBERS WITH OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT AND IMPROVEMENT OF THEIR PROFESSIONAL SERVICES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
F Gib Surles President | 2 | $0 | |
Bryan Aphillips Vice President | 1 | $0 | |
Sarah A Snook Secretary | 1 | $0 | |
Celeste C Lawton Treasurer | 1 | $0 | |
Tanya T Castro Education Chair | 1 | $0 | |
Jon D Adinolfi Membership | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Membership dues | $57,553 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $57,553 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $0 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $63,250 |
| Total expenses | $63,250 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $52,355 |
| Other assets | $0 |
| Total assets | $52,355 |
| Total liabilities | $0 |
| Net assets or fund balances | $52,355 |