Civic Intelligence

Healthcare Treasurers Roundtable

EIN 82-1592340 • Ballwin, MO

NTEE E03

Profile

Organizing and hosting peer to peer meetings of healthcare treasurers for educational purposes

212 Meadowbrook Country Club EstBallwin, MO 63011-1600
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$44,526

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$44,526

No earlier filing loaded for comparison.

Operations

Revenue

$120,000

No earlier filing loaded for comparison.

Expenses

$103,431

No earlier filing loaded for comparison.

Net Income

$16,569

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2025: $44,526Liabilities 2025: $0Net Assets 2025: $44,5262025

Highlighted filing

2025

Assets$44,526
Liabilities$0
Net Assets$44,526
Open 2025 Filing

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0Revenue 2025: $120,000Expenses 2025: $103,431Net Income 2025: $16,5692025

Highlighted filing

2025

Revenue$120,000
Expenses$103,431
Net Income$16,569
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,526
Liabilities
$0
Net assets
$44,526
Revenue
$120,000
Expenses
$103,431
Net income
$16,569
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$1.20$1.03$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 22, 2026
Return Version
2025v4.0
Gross Receipts
$120,000
Mission and Program Overview

Mission

Organizing and hosting peer to peer meetings of healthcare treasurers for educational purposes

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$27,957$44,526▲ $16,569
Rtn Earn Endowment Incm Other Fnds$27,957$44,526▲ $16,569
Total Assets$27,957$44,526▲ $16,569
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$27,957$44,526▲ $16,569
Total Liabilities and Net Assets / Fund Balance$27,957$44,526▲ $16,569
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mark N AmiriPresident
Linda MacdonaldVice President
Pamela SchmidtSecretary
Jerry JuddTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$120,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$120,000
Change in Net Assets
$16,569
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$103,431
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$16,513--$16,513
Travel$5,014--$5,014
Other Expenses$2,073--$2,073
Total Functional Expenses$103,431$0$0$103,431
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Committee meeting documentation Part VI line 8B

“Records of meetings are kept via email documentation of meetings”

Form 990 governing body review Part VI line 11

“Htr board reviews form 990”

Form 990 availability to public Part VI line 18

“Information available upon request”

Governing documents etc available to public Part VI line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Healthcare Treasurers Roundtable
EIN
82-1592340
In Care Of
% MARK N AMIRI
Phone
6365849127
Address
212 MEADOWBROOK COUNTRY CLUB EST, BALLWIN, MO 63011-1600

Signing Officer

Name
Mark N Amiri
Title
President
Phone
6365849127
Signed
2026-03-22
Discuss with paid preparer
Yes

Organization Details

Formed
2017
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Mark Amiri CPA
Address
212 Meadowbrook Country Club Est, BALLWIN, MO 63011-1600
Preparer
Mark Amiri
Phone
6365849127
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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