Houston Estate & Financial Forum
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 100,968 | 90,345 | 10,623 | 11.4 | — |
| 2013 | 99,281 | 94,234 | 5,047 | 11.6 | — |
| 2014 | 96,194 | 95,496 | 698 | 11.5 | — |
| 2015 | 88,421 | 93,727 | −5,306 | 11.1 | — |
| 2016 | 88,123 | 96,282 | −8,159 | 9.8 | — |
| 2017 | 92,390 | 94,130 | −1,740 | 9.8 | — |
| 2018 | 93,753 | 93,344 | 409 | 9.9 | — |
| 2019 | 103,804 | 95,495 | 8,309 | 10.8 | — |
| 2020 | 94,961 | 70,260 | 24,701 | 18.8 | — |
| 2021 | 59,431 | 49,456 | 9,975 | 29.2 | — |
| 2022 | 87,763 | 102,287 | −14,524 | 12.4 | — |
| 2023 | 107,932 | 137,720 | −29,788 | 6.6 | — |
In its most recent public year (2023), this organization spent $29,788 more than it brought in. Its reserves stood at about 6.6 months of spending, down from 11.4 in 2012.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Houston Estate & Financial Forum's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works