IMMUNIZEORG (EIN 411768237) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

KELLY L MOORE MD MPH

Phone

6516479009

Tax Period

2024-07-01 to 2025-06-30

IMMUNIZEORG, founded in 1993, is a community nonprofit in the Health Care sector that reported $3.8M in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $611K, a strong 16% operating margin.

Mission

EDUCATE HEALTHCARE PROFESSIONALS AND THE PUBLIC ABOUT SAFE AND EFFECTIVE USE OF VACCINES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,633,616

Program Service Revenue $716,389

Investment Income $310,452

Other Revenue $131,742

TOTAL REVENUE $3,792,199

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,665,119

Fundraising Expenses $124,335

Program Expenses $2,774,533

Other Expenses $1,516,213

TOTAL EXPENSES $3,181,332

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,792,199	$4,556,652	-0.2%
Expenses	$3,181,332	$3,084,485	+0.0%
Net Income	$610,867	$1,472,167	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$355,120

Total Directors

$355,120

Key Employees

$349,244

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLY L MOORE MD MPH	PRESIDENT/CEO	40.00	Officer Director	$330,315	$24,805	$355,120
JAMIE SWIFT MSN-IPC RN CIC	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
ELISA GREEN PHARMD BCACP	CO-CHAIR	1.00	Officer Director	$0	$0	$0
CLEMENT LEWIN PHD MBA	TREASURER	1.00	Officer Director	$0	$0	$0
JOHN DAB JD	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHRYN EDWARDS MD	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICIA B HAIRSTON CPM	BOARD MEMBER	1.00	Director	$0	$0	$0
MELISSA MCPHEETERS PHD MPH	BOARD MEMBER	1.00	Director	$0	$0	$0
LITJEN TAN MS PHD	CHIEF POLICY AND PSHPS OFFICER	40.00	Key Emp	$291,631	$57,613	$349,244
DAVID SANDERS MD MS	CHIEF HEALTH INFORMATICS OFFICER	40.00	Highest	$204,837	$33,408	$238,245
CASEY PAULY	DIRECTOR OF BUSINESS OPERATIONS	40.00	Highest	$147,434	$16,832	$164,266
ROBIN VANOSS	SENIOR PROGRAM MANAGER	40.00	Highest	$139,613	$33,329	$172,942
JULIE MURPHY	DIRECTOR OF DEVELOPMENT	40.00	Highest	$133,467	$21,200	$154,667

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$3,792,199	$3,181,332	$8,423,779	$610,867
2024	$4,556,652	$3,084,485	$7,766,247	$1,472,167
2023	$4,567,038	$3,978,319	$6,228,691	$588,719
2022	$5,168,301	$4,255,990	$5,626,683	$912,311
2021	$3,899,690	$4,079,081	$4,933,438	$-179,391
2020	$2,634,977	$2,533,777	$4,857,408	$101,200
2019	$2,586,388	$2,307,091	$4,717,816	$279,297

IMMUNIZEORG